Trott Brook Financial
Trott Brook Financial (CRD# 290962) is a financial advisory firm headquartered in Anoka, MN. They manage $81,039,774 in 358 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management81MILLION
-
Total Number of Accounts358ACCOUNTS
-
Average Account Value$226,368
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN
Financial Advisors at Trott Brook Financial
1
James Steffen (CRD# 2342473) is an Investment Advisor Representative working at Trott Brook Financial in Anoka, MN and has over 30 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.